skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi team. Sorry to say I am -74% on SGY, and -38% on CJ. Both in a non-registered acct. With the recent reverse stock split on SGY the stock would need to go to ~$12 to get me back to even? Needless to say I don't think that is going to happen any time soon and I am ready to capitulate.
On CJ, the stock has been moving in the right direction but would need to hit $5.32 for me just to break even. Both stocks together = ~2 .5% of total portfolio. If I were to sell both and move on would you have 2-3 recommendations to re-coup with both dividends and growth. I presently have ENB at 2.5% and WCP at .34% of portfolio. I must state that I bought both SGY and CJ before I joined 5i, wish I hadn't. Regardless, appreciate and need your help to move on. Cheers. Bill
Read Answer Asked by William on August 25, 2021
Q: Hello team,

In your last response about Thinkific you mentioned that $14 would be a great entry point. Has your opinion Changed.give the soft guidance and slight miss last quarter? Or do you see lots of future growth ahead. Increasing ARPU and higher AAR. The BMO analysts initiated coverage stating this was the “Shopify” for content creators.

If you had limited funds how would you rank new dollars comparing converge and sangoma in the mix. In fact, I’m interested in why you haven’t taken more of an interest in converge given your interest in CSU, TOI, WELL, OTEX, etc.

Their acquisition play book has been incredibly effective, simple and repeatable. Their mandate around management stock purchase and decentralized structure is setup very similar to CSU.

Sorry for the long winded question(s)!
Read Answer Asked by James on August 25, 2021
Q: Hi all
Already own AQN. Looking to add another renewable play. Can you rank the above in terms of dividend safety and growth. Any others I have missed that you might include?
Thanks for your service!
Read Answer Asked by Charles on August 25, 2021
Q: Saturday’s Globe quoted ADN’s CEO as taking a look at selling carbon credits on a small portion of a piece of land that had already had a conservation easement. The contribution to cash flow is expected to be modest. Do you think this help reduce stock volatility? Will there be insurance costs to mitigate forest fire destruction? The west coast seems to be getting dryer and the east coast getting wetter so forest fires may be less of a problem with ADN’s woodlots largely located in New Brunswick and Maine. If carbon credits become a larger business this should help the lumber companies increase prices for their dressed timber...in essence by reducing supply. In a way it could develop into a bit of a squeeze against the US timber companies by removing “surplus” Canadian supply. Domtar, which is being privatized, with their large land holdings could see a good benefit. Any thoughts you have would be appreciated.
Thanks,
Jim
Read Answer Asked by James on August 25, 2021
Q: ADYEY Have owned this for about 6 months its OTC and its down roughly 50% on no news or unusual volume,it sure looks like a 2-1 stock split but can't find any info on it.Would like to get your thoughts on the company,BHorS also management and growth prospects.thank you
Read Answer Asked by Greg on August 25, 2021
Q: Own the following symbol / weight in my RRRS:

BCE 6.5 BEP.UN 5 BNS 4 CPD 5.9 CVD 5.5 EIF 2.1 ENB 6.1 LNF 2.5 QSR 2.4 SLF 3.3 TCL.A 3.1 WSP 5.9 XHY 6.8. ZRE 5

Please advice a new position from the Income Portfolio to add now:

AW.UN FSZ H MAL NWC PLC PRMW SYZ.V X

Much Thanks
Read Answer Asked by Hali on August 24, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!